If you are using the Salesforce Sales Cloud and Opportunities you might want to report on your ADvendio data as well as you opportunities. This feature allows you to sync the following fields:
- Amount
- Description
- Close Date
All your users need full Salesforce user licenses and ADvendio licenses to use opportunities.
Only for ADvendio Version 2.87.3 and up
Follow the next steps to allow your business to use this feature:
1. Install Extension ADvendio Sync MC to Opp
Install the ADvendio Extension: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0Y000001so5P to your org.
2. Active Process
Navigate to the Process Builder and verify that the "Sync Media Campaign To Opportunity" process is activated.
3. Verify Field-Level Security and Accessibility
The Extension delivered two fields to your media campaign object:
Make sure both are in the respective layouts and can be see by the profiles which need to edit and view.